TritonPoint Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TritonPoint Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Buy	2,823 +20	+0.7%	+$2.07K	0.03%	229
2025 Q4	$290K	Buy	2,803 +143	+5%	+$14.6K	0.03%	222
2025 Q3	$264K	Sell	2,660 -420	-14%	-$41K	0.02%	306
2025 Q2	$289K	Sell	3,080 -696	-18%	-$61.1K	0.03%	288
2025 Q1	$332K	Hold	3,776	–	–	0.03%	262
2024 Q4	$350K	Sell	3,776 -492	-12%	-$47.4K	0.03%	251
2024 Q3	$413K	Buy	4,268 +691	+19%	+$63.2K	0.04%	230
2024 Q2	$310K	Sell	3,577 -1,021	-22%	-$88.7K	0.03%	252
2024 Q1	$287K	Buy	4,598 +1,220	+36%	+$105K	0.03%	264
2023 Q4	$287K	Buy	+3,378	New	+$262K	0.03%	271

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TritonPoint Wealth's MOAT Position: Q1 2026 in Review

TritonPoint Wealth increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.71% in Q1 2026, buying an estimated $2.07K and bringing the position to 2,823 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #229.

TritonPoint Wealth first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $413K in Q3 2024. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

TritonPoint Wealth held 2,823 shares of VanEck Morningstar Wide Moat ETF worth $273K as of Q1 2026.
TritonPoint Wealth bought 20 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $2.07K.
VanEck Morningstar Wide Moat ETF made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #229 holding.
TritonPoint Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q3 2024.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.